Automatización de la recepción de proyectos freelance con Jotform y Gemini

Intermedio

Este es unautomatización que contiene 9 nodos.Utiliza principalmente nodos como If, Gmail, GoogleSheets, GoogleDocsTool, JotFormTrigger. Automatización de la recepción y personalización de propuestas para proyectos de freelance usando Jotform y Gemini

Requisitos previos
  • Cuenta de Google y credenciales de API de Gmail
  • Credenciales de API de Google Sheets
  • Clave de API de Google Gemini

Categoría

-
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "meta": {
    "instanceId": "93f396852104089b8670e7494b0f3668b420464668ae4a8c1d6b4b5799f8e3ef",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "4bce3ca7-ca59-429f-b557-fb5a04c07e4c",
      "name": "JotForm Trigger",
      "type": "n8n-nodes-base.jotFormTrigger",
      "position": [
        -528,
        -128
      ],
      "webhookId": "c1255bf1-40f1-457c-bc9f-4d9fe3775436",
      "parameters": {
        "form": "252853173448059"
      },
      "credentials": {
        "jotFormApi": {
          "id": "I2Xm5wbkEW1qEJC5",
          "name": "JotForm account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "664711e2-b28f-4d94-9820-62941cabb465",
      "name": "Agente IA",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        -208,
        -128
      ],
      "parameters": {
        "text": "=You are an **AI Freelance Proposal Generator**, an advanced automation agent for a digital freelance agency.\n\nYour primary goal is to analyze a new **freelance project inquiry** from a form submission, create a **custom proposal**, and generate a structured JSON response containing the proposal and a personalized email.\n\nYou have access to one essential tool:\n\n**Tool Name:** My Freelance Document\n\n**Description:** When called, this tool retrieves the latest content of our Google Doc, which includes all freelance services, deliverables, pricing structures, and standard project ranges in INR. You must treat this as the single source of truth for proposal generation and pricing alignment.\n\n---\n\n### Workflow\n\n**Fetch Internal Data:**\nFirst, call the My Freelance Document tool to load our service catalog and pricing guide.\n\n**Analyze Client Request:**\nRead and interpret the client’s project requirements from the form submission provided below.\n\n**Generate Custom Proposal:**\nCompare the client’s needs, goals, and budget (if provided) against the data from the document. Based on the alignment, generate a concise, structured JSON response that includes the summary, proposal content, and email details.\n\n---\n\n### Crucial Safety Rules\n\n* Your first action **must** be to call the My Freelance Document tool.\n* If this tool fails or the document cannot be accessed, stop immediately and output an error message stating the internal guide is unavailable.\n* Your final output must contain only the **single valid JSON object** defined in the Output Specification.\n* Do **not** include explanations, conversational text, or any formatting outside the JSON block.\n\n---\n\n### Output Specification\n\nThe output must be a valid JSON object. Use `'NAN'` for missing or inapplicable fields instead of empty strings.\n\n```json\n{\n  \"project_type\": \"aligned\" | \"partially_aligned\" | \"misaligned\",\n  \"confidence\": \"An integer from 0-100\",\n  \"summary\": \"A concise summary of the client's project goals.\",\n  \"budget\": \"Extracted client budget in INR, or 'NAN' if not provided.\",\n  \"proposal_quality\": \"high\" | \"medium\" | \"low\",\n  \"next_action\": \"Send proposal\" | \"Needs clarification\" | \"Out of scope\",\n  \"email_subject\": \"A compelling proposal email subject, or 'NAN' if out of scope.\",\n  \"email_template\": \"An HTML-formatted proposal email string, or 'NAN' if out of scope.\"\n}\n```\n\n---\n\n### Logic for Each Field\n\n**project_type:** Determine if the client’s requested project fits our offerings. “aligned” if it directly matches our services and pricing; “partially_aligned” if it fits but needs budget adjustment; “misaligned” if it’s unrelated or unrealistic.\n\n**confidence:** Confidence level (0–100) in your project_type classification.\n\n**summary:** 1–2 line summary describing the client’s project intent.\n\n**budget:** Extract the budget mentioned in INR. If not present, return `'NAN'`.\n\n**proposal_quality:** Rate proposal alignment based on how clearly the client’s goals and budget fit our documented offerings.\n\n**next_action:** Suggest what the sales or freelance team should do next based on your assessment.\n\n**email_subject:** Write a concise and engaging subject line for the proposal email. If project_type is “misaligned,” return `'NAN'`.\n\n**email_template:**\n\n* If project_type is “aligned” or “partially_aligned”: write a professional HTML proposal email.\n* If the client’s budget matches our pricing, send an enthusiastic proposal and suggest a meeting or next step.\n* If the budget is too low, generate a polite and strategic negotiation email emphasizing value and deliverables.\n* If project_type is “misaligned,” return `'NAN'`.\n\n---\n\n### Client Form Submission Data\n\n**Explain Your Requirement in depth:**\n{{ $json[\"Explain Your Requirement in depth\"] }}\n\n**Name:**\n{{ $json['Your Full Name'].first }} {{ $json['Your Full Name'].last }}\n\n**Email ID:**\n{{ $json['Your Email Address'] }}\n\n**Phone Number:**\n{{ $json['Your Phone Number'].full }}\n\n**Company Name:**\n{{ $json['Your Company Name (Optional)'] }}\n",
        "options": {},
        "promptType": "define",
        "hasOutputParser": true
      },
      "typeVersion": 2.2
    },
    {
      "id": "1c788674-22f2-459b-829c-b776cef67635",
      "name": "If",
      "type": "n8n-nodes-base.if",
      "position": [
        368,
        -128
      ],
      "parameters": {
        "options": {
          "ignoreCase": true
        },
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": false,
            "typeValidation": "strict"
          },
          "combinator": "or",
          "conditions": [
            {
              "id": "f39c3db4-83fa-4be6-9573-c76cba3905a9",
              "operator": {
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.project_type }}",
              "rightValue": "aligned"
            },
            {
              "id": "b914018a-909d-4b13-83e7-1ceaee823c16",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.project_type }}",
              "rightValue": "partially_aligned"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "0d24224b-7b75-459f-9239-34d56ee200fb",
      "name": "Append or update row in sheet",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        144,
        -128
      ],
      "parameters": {
        "columns": {
          "value": {
            "Email": "={{ $('JotForm Trigger').item.json['Your Email Address'] }}",
            "summary": "={{ $json.output.summary }}",
            "Full Name": "={{ $('JotForm Trigger').item.json['Your Full Name'].first }} {{ $('JotForm Trigger').item.json['Your Full Name'].last }}",
            "confidence": "={{ $json.output.confidence }}",
            "Requirement": "={{ $('JotForm Trigger').item.json['Explain Your Requirement in depth'] }}",
            "Phone number": "={{ $('JotForm Trigger').item.json['Your Phone Number'].full }}",
            "project_type": "={{ $json.output.project_type }}",
            "Email Subject": "={{ $json.output.email_subject }}",
            "budget if any": "={{ $json.output.budget }}",
            "AI generated Email body": "={{ $json.output.email_template }}"
          },
          "schema": [
            {
              "id": "Full Name",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Full Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Email",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Phone number",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Phone number",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Requirement",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Requirement",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "project_type",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "project_type",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "confidence",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "confidence",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "summary",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "summary",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "budget if any",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "budget if any",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Email Subject",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Email Subject",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "AI generated Email body",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "AI generated Email body",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [
            "Email"
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "appendOrUpdate",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1gg-xBRO93bPg41PDqOx_V_OtokWljHAf0IgIWsWgUls/edit#gid=0",
          "cachedResultName": "Sheet1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1gg-xBRO93bPg41PDqOx_V_OtokWljHAf0IgIWsWgUls",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1gg-xBRO93bPg41PDqOx_V_OtokWljHAf0IgIWsWgUls/edit?usp=drivesdk",
          "cachedResultName": "Freelance Project Proposal"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "vemTjHgIvPJgj9C5",
          "name": "Google Sheets account"
        }
      },
      "typeVersion": 4.7
    },
    {
      "id": "2e31a538-e669-4ef3-9bf7-ba9a34550de9",
      "name": "Modelo de chat Google Gemini",
      "type": "@n8n/n8n-nodes-langchain.lmChatGoogleGemini",
      "position": [
        -416,
        80
      ],
      "parameters": {
        "options": {}
      },
      "credentials": {
        "googlePalmApi": {
          "id": "qsaK3VMNWQDWLweQ",
          "name": "Google Gemini(PaLM) Api account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "6a3bfee5-d41a-412e-aee1-d32b987c960e",
      "name": "My Freelance Document",
      "type": "n8n-nodes-base.googleDocsTool",
      "position": [
        -128,
        96
      ],
      "parameters": {
        "operation": "get",
        "documentURL": "=",
        "authentication": "serviceAccount",
        "descriptionType": "manual",
        "toolDescription": "This Google document will have what are the freelancing services i am providing and what are my priorities and what's my typical budget for this and all"
      },
      "credentials": {
        "googleApi": {
          "id": "mYRmmCMyWcLawmcE",
          "name": "Google Service Account account"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "469d2cd8-2c4b-4e91-9b91-1bcb920a5624",
      "name": "Structured Output Parser",
      "type": "@n8n/n8n-nodes-langchain.outputParserStructured",
      "position": [
        16,
        96
      ],
      "parameters": {
        "jsonSchemaExample": "{\n  \"project_type\": \"aligned\",\n  \"confidence\": 0,\n  \"summary\": \"A concise summary of the client's project goals.\",\n  \"budget\": \"NAN\",\n  \"proposal_quality\": \"medium\",\n  \"next_action\": \"Send proposal\",\n  \"email_subject\": \"your email subject goes here\",\n  \"email_template\": \"your-html-email-template-goes here\"\n}"
      },
      "typeVersion": 1.3
    },
    {
      "id": "76dce5c2-8f6d-417d-aac5-229d06cf097a",
      "name": "Send a message",
      "type": "n8n-nodes-base.gmail",
      "position": [
        672,
        -144
      ],
      "webhookId": "0d0c0d05-d8d3-4b9e-a8ed-970c2a9852c7",
      "parameters": {
        "sendTo": "={{ $json.Email }}",
        "message": "={{ $json['AI generated Email body'] }}",
        "options": {
          "appendAttribution": false
        },
        "subject": "={{ $json['Email Subject'] }}"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "wreuF4NMkPPxXkKm",
          "name": "Abhiram.bvb"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "300c2c00-cdc4-44eb-b0fc-ffb899b28362",
      "name": "Nota adhesiva",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -672,
        -352
      ],
      "parameters": {
        "width": 1622,
        "height": 640,
        "content": "## This is how this works:\n* A client submits a project inquiry via a JotForm, triggering the automation.\n* An AI agent analyzes the request, references your services document, and generates a custom proposal and email.\n* The client's details and the generated proposal are logged or updated in a Google Sheet CRM.\n* After a quick validity check, the personalized proposal is automatically sent to the client's inbox via Gmail."
      },
      "typeVersion": 1
    }
  ],
  "pinData": {},
  "connections": {
    "1c788674-22f2-459b-829c-b776cef67635": {
      "main": [
        [
          {
            "node": "76dce5c2-8f6d-417d-aac5-229d06cf097a",
            "type": "main",
            "index": 0
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        ]
      ]
    },
    "AI Agent": {
      "main": [
        [
          {
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            "type": "main",
            "index": 0
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    "4bce3ca7-ca59-429f-b557-fb5a04c07e4c": {
      "main": [
        [
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            "type": "main",
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          }
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    },
    "6a3bfee5-d41a-412e-aee1-d32b987c960e": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Google Gemini Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "AI Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "469d2cd8-2c4b-4e91-9b91-1bcb920a5624": {
      "ai_outputParser": [
        [
          {
            "node": "AI Agent",
            "type": "ai_outputParser",
            "index": 0
          }
        ]
      ]
    },
    "0d24224b-7b75-459f-9239-34d56ee200fb": {
      "main": [
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            "type": "main",
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      ]
    }
  }
}
Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Intermedio

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

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Información del flujo de trabajo
Nivel de dificultad
Intermedio
Número de nodos9
Categoría-
Tipos de nodos9
Descripción de la dificultad

Adecuado para usuarios con experiencia intermedia, flujos de trabajo de complejidad media con 6-15 nodos

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Categorías: 34